Filed November 29, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $422,107 |
SAKS & COMPANY, LLC2 years Filed as: SAKS & COMPANY LLC Service code 14 · EIN 13-1256625 | Plan Administrator | $200,298 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $100,000 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $42,820 |
MCDERMOTT WILL & EMERY LLP5 years Service code 16 · EIN 36-1453176 | Consulting | $41,539 |
Filed as: CBIZ EAST INC Service code 10 · EIN 37-1798599 | Accounting | $4,987 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,217 | $99,313-43.4% | $97,295-42.2% | $99,313-43.4% |
| Participation rate | 84.6% | 71.7%+12.9pp | 72.7%+11.9pp | 71.7%+12.9pp |
| Annual return | 10.66% | 17.67%-7.0pp | 75.62%-65.0pp | 17.67%-7.0pp |
| Employer contribution / active EE | $426 | $3,264-86.9% | $2,723-84.3% | $3,264-86.9% |
| Participant deferral / active EE | $3,592 | $5,346-32.8% | $4,264-15.7% | $5,346-32.8% |
| Admin fee / account holder | $85 | $109-21.8% | $5,646-98.5% | $109-21.8% |